Customizing Cliq Module Preferences

Customizing Cliq Module Preferences

In this article, we'll see how you can customize the Cliq module in Trident to suit your preferences.

Using Cliq as Module and Chat Bar

Trident gives you various options to customize how you use Cliq. You can either use it as a chat bar, a separate module, or both.

To apply these customizations:

  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Cliq.
  4. In the Cliq Preferences section, toggle on the Enable Chat Bar and Enable Cliq as a Module options. 

Note: Toggling off both the Enable Chat Bar and Enable Cliq as a Module options, will disable the Cliq module in Trident.  

When you enable Cliq as a module, you can customize it further as illustrated below.

Description

Demonstration

View Cliq in a module or window.

View Cliq chats in single sheet, broad sheet, or tab modes.

Customizing Chatbox and Chat Message Appearance

To determine how your chat messages appear in Cliq, customize the options by going to your profile image > Settings > Cliq > Chatbox/Chat List sections. 

Here you can:

  • Adjust the chatbox size as small, medium, or large while using Cliq as a chatbar. 
  • Align the incoming and outgoing messages in the same or alternate sides.
  • Change the message bubble theme to light or dark.
  • List the chats in comfort, compact, or super compact modes.
  • List threaded conversations inline with parent chats, separately in recent chats, or in tabs. This customization can also be done from the Cliq module home page: More Options > Appearance.

Here are other ways to customize the Cliq chat list views. 

From the Cliq module home page:

  1. Click the More Options  icon on the Cliq home page.
  2. Select Appearance from the menu list.
  3. Choose between Comfort, Compact, or Super Compact under List Mode from the menu list.  

From the Cliq chatbar: 

  1. Click the Cliq  icon at the bottom-left corner of the app. 
  2. Click the More Options  icon.
  3. Select Appearance from the menu list.
  4. Choose between Comfort, Compact, or Super Compact under List Mode from the menu list.

To customize the chatbox size while using Cliq as a chat bar:

  1. Click the Cliq  icon at the bottom-left corner of the app. 
  2. Click the More Options  icon.
  3. Choose between Small, Medium, or Large under Chatbox Size from the menu list.

Note: To expand or shrink the size of a chatbox further than the set size of small, medium, or large, double-click the chat.

Customizing Cliq Call Settings

There are two options to customize how you receive Cliq calls under the Cliq Calls section. 

Call Window: Always display the call window on top of other system windows while in a Cliq call.

Incoming Calls: Show or hide incoming Cliq calls. When you hide incoming Cliq calls, you will not receive any audio, video, or screen-shared calls in Trident. This option is beneficial if you'd rather attend your calls from the Zoho Cliq web or desktop applications. 

To configure these Cliq call settings:

  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Cliq.
  4. In the Cliq Calls section, toggle on or off the Keep Window on Top of Other Windows and Show Incoming Calls options. 

Granting Microphone, Camera, and Screen Record Access

If the Cliq module isn't able to access the system microphone, camera, or screen-record to allow you to use audio, video, and screen-share, you must manually grant it access. 

To grant Trident access to your device microphone:

  1. Navigate to your Mac's System Settings app and select Privacy and Security.
  2. Select Microphone.
  3. Find Trident and toggle the microphone access on.
  4. Click Quit and Reopen in the alert dialog box that appears. Or, click Later as you prefer. 

To grant Trident access to your device camera:

  1. Navigate to your Mac's System Settings app and select Privacy and Security.
  2. Select Camera.
  3. Find Trident and toggle the camera access on.
  4. Click Quit and Reopen in the alert dialog box that appears. Or, click Later as you prefer.

To grant Trident access to record your screen:

  1. Navigate to your Mac's System Settings app and select Privacy and Security.
  2. Select Screen Record.
  3. Find Trident and toggle the screen record access on.
  4. Click Quit and Reopen in the alert dialog box that appears. Or, click Later as you prefer. 

Note: These actions will end your ongoing call. You must initiate a new call after quitting and relaunching the app. Then you'll be able to share your screen. 

Configuring Cliq Notifications

To enable or disable notifications for chat messages:

  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Notifications.
  4. In the Chat Notifications section, toggle the Enable Notifications for Chat Messages button on or off.

When you have enabled notifications for chat messages, you can further decide if you want to:

  • Enable or disable alert sound for chat notifications
  • Show or hide message preview for chat messages in notifications

Enabling Read Receipts

To enable or disable Read Receipts, per your privacy convenience: 

  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Cliq.
  4. In the Privacy section, toggle on or off the Read Receipts option.

Note: When you disable this option, just as users who send you messages won't receive the Read Receipt, you also won't receive it for messages you send. 

Using Shortcuts

Trident offers various keyboard shortcuts to use the Mail module. To view these shortcuts:

  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Shortcuts.
  4. Scroll down to the Cliq and Cliq Launcher section and you'll find the shortcuts mentioned below. 

Descriptions

Keyboard Shortcuts

Chat launcher

Minimize current chatbox

Close all chatboxes

Edit last message

Minimize all chatboxes

Maximize all chatboxes

Pop out chat window

Toggle chat window size

Show contact or channel info

Initiate audio call

Initiate video call

Retry sending failed messages

Add a Like reaction to the latest message 

Send Like reaction as a message

Delete the last message

Mute a chat

Record new audio message

Record new video message

Add attachment

Next launcher tab

Previous launcher tab

Switch chat view

Note: The last three shortcuts listed above can be found under the Cliq Launcher section while the rest are under the Cliq section.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Customizing Cliq Module Preferences

                                                                                                        In this article, we'll see how you can customize the Cliq module in Trident to suit your preferences. Using Cliq as Module and Chat Bar Trident gives you various options to customize how you use Cliq. You can either use it as a chat bar, a separate ...
                                                                                                      • Customizing Calendar Module Preferences

                                                                                                        In this article, we'll see how you can customize the Calendar module according to your preferences. Customizing Calendar Grid View In Trident, you can view your planned schedules in daily, weekly, monthly, or work-week views. To set any of these as ...
                                                                                                      • Customizing Mail Module Preferences

                                                                                                        In this article, we'll see how you can customize the Mail module in Trident to suit your preferences. Customizing Mailbox Views Trident gives you various options to customize your mailbox. To apply these customizations: Click the Main Menu icon in ...
                                                                                                      • Customizing Mail Module Preferences

                                                                                                        In this article, we'll see how you can customize the Mail module in Trident to suit your preferences. Customizing Mail Composer You can open the Mail Composer in three different ways: Inline: Opens the Mail Composer in the email detail pane adjacent ...
                                                                                                      • Customizing Notes Module Preferences

                                                                                                        In this article, we'll see how you can customize the Notes module for an intuitive note-taking experience. Customizing Notes List There are two ways in which you can view the notes you've created in the Notes module. List View: Displays the note ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources